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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,486 | $117,829-84.3% | $102,423-82.0% | $145,877-87.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.02% | 31.83%-15.8pp | 29.42%-13.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,735 | $3,615-24.3% | $3,023-9.5% | $4,663-41.3% |
| Participant deferral / active EE | $5,160 | $5,732-10.0% | $5,054+2.1% | $6,691-22.9% |
| Admin fee / account holder | $209 | $13,335-98.4% | $9,455-97.8% | $13,402-98.4% |